Benjamin F. Edwards & Company’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Benjamin F. Edwards & Company’s Portfolio DGS Stock Details DGS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-1,468	Closed	-$58K	–	1848
2022 Q3	$58K	Hold	1,468	–	–	﹤0.01%	1015
2022 Q2	$66K	Hold	1,468	–	–	﹤0.01%	974
2022 Q1	$78K	Buy	+1,468	New	+$77.1K	﹤0.01%	923
2019 Q4	–	Sell	-460	Closed	-$20K	–	1879
2019 Q3	$20K	Hold	460	–	–	﹤0.01%	1194
2019 Q2	$22K	Buy	460 +400	+667%	+$18.6K	﹤0.01%	1160
2019 Q1	$3K	Hold	60	–	–	﹤0.01%	1562
2018 Q4	$3K	Hold	60	–	–	﹤0.01%	1544
2018 Q3	$3K	Hold	60	–	–	﹤0.01%	1474
2018 Q2	$3K	Hold	60	–	–	﹤0.01%	1472
2018 Q1	$3K	Sell	60 -60	-50%	-$3.25K	﹤0.01%	1474
2017 Q4	$6K	Buy	120 +2	+2%	+$99	﹤0.01%	1307
2017 Q3	$6K	Buy	118 +58	+97%	+$2.8K	﹤0.01%	1274
2017 Q2	$3K	Hold	60	–	–	﹤0.01%	1312
2017 Q1	$3K	Buy	+60	New	+$2.57K	﹤0.01%	1221

Other funds holding DGS

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FPIS

Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

BFM

Boston Financial Management Boston, Massachusetts $3.31B AUM 19.4% 1-Year Est. Return

Benjamin F. Edwards & Company's DGS Position: Q4 2022 in Review

Benjamin F. Edwards & Company sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q4 2022, closing a stake of 1,468 shares — an estimated $58K sold.

Benjamin F. Edwards & Company first reported a position in DGS in Q1 2017 and held it in 14 quarters. The position peaked at $78K in Q1 2022. 180 funds tracked by Wall St. Rank hold DGS as of Q4 2022.

Benjamin F. Edwards & Company reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q4 2022 after selling out during the quarter.
Benjamin F. Edwards & Company sold 1,468 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q4 2022, an estimated $58K.
Benjamin F. Edwards & Company first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q1 2017 and held it in 14 quarters.
Benjamin F. Edwards & Company's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $78K in Q1 2022.
180 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q4 2022.

Based on Benjamin F. Edwards & Company's 13F filing for Q4 2022, filed 7 Feb 2023.